CareTrust REIT, Inc.
CTREFigures shown here come from public SEC filings. Dates beside each section show the available history.
How CareTrust REIT, Inc. Makes Money
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 14 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Feb 3, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| STATE OF WISCONSIN INVESTMENT BOARD | 2026-03-31 | 216,313 | $7.93M | SEC filing |
| Advisors Asset Management, Inc. | 2026-03-31 | 56,834 | $2.08M | SEC filing |
| BOOTHBAY FUND MANAGEMENT, LLC | 2026-03-31 | 286,472 | $10.5M | SEC filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026-03-31 | 267,333 | $9.8M | SEC filing |
| STIFEL FINANCIAL CORP | 2026-03-31 | 98,711 | $3.62M | SEC filing |
| Sequoia Financial Advisors, LLC | 2026-03-31 | 7,074 | $259K | SEC filing |
| Vestcor Inc | 2026-03-31 | 158,623 | Not shown | SEC filing |
| Life Cycle Investment Partners Ltd | 2026-03-31 | 1,622,782 | $59.5M | SEC filing |
| RENAISSANCE GROUP LLC | 2026-03-31 | 298,492 | $10.9M | SEC filing |
| FARMERS & MERCHANTS INVESTMENTS INC | 2026-03-31 | 190 | $6.96K | SEC filing |
| GF FUND MANAGEMENT CO. LTD. | 2026-03-31 | 3,375 | $124K | SEC filing |
| SHELTON CAPITAL MANAGEMENT | 2026-03-31 | 7,802 | $286K | SEC filing |
| MAI Capital Management | 2026-03-31 | 11,196 | $410K | SEC filing |
| Graham Capital Management, L.P. | 2026-03-31 | 43,872 | $1.61M | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 7,104 | $260K | SEC filing |
| DANSKE BANK A/S | 2026-03-31 | 300 | $11K | SEC filing |
| Federation des caisses Desjardins du Quebec | 2026-03-31 | 40,378 | $1.48M | SEC filing |
| Brooklyn Investment Group | 2026-03-31 | 71,248 | $2.61M | SEC filing |
| PROFUND ADVISORS LLC | 2026-03-31 | 9,609 | $352K | SEC filing |
| PICTON MAHONEY ASSET MANAGEMENT | 2026-03-31 | 37 | $1.36K | SEC filing |
- Each value is checked against CareTrust REIT, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at CareTrust REIT, Inc.'s share price.
120 filers have only one report here.
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2024-09-04 | Wagner William M · CFO and Treasurer | Common Stock | S — Open market or private sale | −35,000 | 29.80 | SEC filing |
| 2020-03-13 | Plumb Spencer G · Director | Common Stock | P — Open market or private purchase | +1,500 | 12.77 | SEC filing |
| 2015-11-16 | SABIN GARY B · Director | Common Stock | P — Open market or private purchase | +20,000 | 10.25 | SEC filing |
| 2015-08-13 | Kline Jon D · Director | Common Stock | P — Open market or private purchase | +25,000 | 10.50 | SEC filing |
| 2015-08-13 | Wagner William M · CFO, Secretary and Treasurer | Common Stock | P — Open market or private purchase | +35,000 | 10.50 | SEC filing |
| 2015-08-13 | Stapley Gregory K. · President, Chairman and CEO | Common Stock | P — Open market or private purchase | +50,000 | 10.50 | SEC filing |
| 2015-08-13 | Sedgwick David M. · Vice President of Operations | Common Stock | P — Open market or private purchase | +19,000 | 10.50 | SEC filing |
| 2015-01-13 | Christensen Christopher R. · Director | Common Stock, par value $0.01 | S — Open market or private sale | −30,604 | 11.78 | SEC filing |
Showing 8 of 14 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-01-31 | Callister James · CIO and Secretary | Common Stock | A — Grant, award, or other acquisition | +58,379 | SEC filing |
| 2026-01-31 | Sedgwick David M. · President and CEO | Common Stock | A — Grant, award, or other acquisition | +99,240 | SEC filing |
| 2026-01-31 | BEALE LAUREN · Chief Accounting Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −12,208 | SEC filing |
| 2026-01-31 | Sedgwick David M. · President and CEO | Common Stock | F — Payment of exercise price or tax by delivering securities | −114,274 | SEC filing |
| 2026-01-31 | Callister James · CIO and Secretary | Common Stock | F — Payment of exercise price or tax by delivering securities | −46,267 | SEC filing |
| 2026-01-02 | LAING DIANA · Director | LTIP Units | A — Grant, award, or other acquisition | +3,105 | SEC filing |
| 2026-01-02 | Sedgwick David M. · President and CEO | LTIP Units | A — Grant, award, or other acquisition | +73,821 | SEC filing |
| 2026-01-02 | Stapley Gregory K. · Director | LTIP Units | A — Grant, award, or other acquisition | +5,781 | SEC filing |
Showing 8 of 29 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2016-12-01 | Stapley Gregory K. · President, Chairman and CEO | Common Stock, par value $0.01 | W — Acquisition or disposition by will or laws of descent | +1,541 | SEC filing |
| 2016-12-01 | Stapley Gregory K. · President, Chairman and CEO | Common Stock, par value $0.01 | W — Acquisition or disposition by will or laws of descent | −1,722 | SEC filing |
| 2016-12-01 | Stapley Gregory K. · President, Chairman and CEO | Common Stock, par value $0.01 | W — Acquisition or disposition by will or laws of descent | −53,819 | SEC filing |
| 2014-06-18 | Stapley Gregory K. · President, Chairman and CEO | Common Stock, par value $0.01 | W — Acquisition or disposition by will or laws of descent | +1,722 | SEC filing |
Showing 4 of 4 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.